Manually creating a new lead

You can quickly and easily create a new client lead directly from your App Drawer. You can determine what information must be collected when adding a new lead by creating a lead capture widget skin with the lead capture form option enabled. These leads are tracked in your Lead Management Report.

To manually create a new lead:

  1. Click the App Drawer button .
  2. In the App Drawer, click Add Lead.
  3. Enter the client’s basic information. More details will make it easier to find and stay in contact with your clients, however the only necessary piece of information for a client is their first name.
    1. Click Additional Information to reveal more specific informational fields.
    2. Click Subscription Settings to configure the client’s notification settings.
  4. Click CREATE ACCOUNT.
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